Business Operations Coordinator

4 days ago

Barrie, Ontario, Canada Scotiabank Full time
Job Overview

In this dynamic role, you will provide administrative and operational support to Financial Consultants and Portfolio Managers at Scotiabank. As a key member of the team, your dedication to client service will drive success in our fast-paced environment.

Key Responsibilities
  • Process documentation requests and transaction inputs as directed by Financial Consultants.
  • Collaborate with Financial Consultants and Portfolio Managers on booking client meetings.
  • Respond effectively to inquiries from current and prospective clients regarding MD products and services.
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring timely adherence to established MD service standards.
  • Support research and resolution of client issues, completing file preparation for Financial Consultants and Portfolio Managers before client meetings.
  • Prepare and process new account documentation as needed.
  • Update the database for all client contact, recording accurate client information and notes.
  • Maintain monthly compliance-related tasks as required.
  • Liaise with accountants and third parties as necessary.
  • Prepare business correspondence to clients and third parties.
  • Participate in projects as required.
  • Provide reception coverage and general office duties.
Requirements
  • A community college diploma in Business Administration or equivalent.
  • At least 2 years of experience in an administrative or clerical position, preferably within the financial services industry.
  • Proficiency in Microsoft Windows applications including Excel, Word, PowerPoint, and MS Outlook.
  • Familiarity with CRM2 is a plus.
  • Candidates with Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) certifications are considered assets.
Skills and Qualifications
  • Dedication to client service.
  • Strong organizational skills.
  • Attention to detail and follow-through abilities.
  • Excellent verbal and written communication skills.
  • Initiative and resourcefulness.
  • Ability to work independently or as part of a team.
  • Multitasking skills in a fast-paced environment.
  • Adaptability and ability to manage change.

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